Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,863 | $75,832-79.1% | $147,617-89.3% | $59,633-73.4% |
| Participation rate | 76.9% | 71.6%+5.4pp | 84.6%-7.7pp | 68.7%+8.3pp |
| Annual return | 3.79% | 0.37%+3.4pp | 61.98%-58.2pp | 2041.45%-2037.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,608 | $3,131-16.7% | $4,895-46.7% | $3,192-18.3% |
| Admin fee / account holder | $2,737 | $5,986-54.3% | $11,612-76.4% | $4,297-36.3% |